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RWBEX vs RWIEX
RWBEX vs RWIEX Comparison
Open Charts RWBEX vs RWIEX
American Funds Capital World Gr&Inc R2E
Price$61.40
Change-$2.22 (-3.49%)
VolumeN/A
Net Assets123.19B
American Funds Capital World Gr&Inc R4
Price$61.48
Change-$2.23 (-3.50%)
VolumeN/A
Net Assets123.19B
RWBEX vs RWIEX Comparison Chart
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RWBEX vs. RWIEX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RWBEX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX (123B) and RWIEX (123B) have equal amount of cash in the bank . RWIEX pays higher dividends than RWBEX: RWIEX (1.63) vs RWBEX (1.19). RWBEX was incepted earlier than RWIEX: RWBEX (11 years) vs RWIEX (23 years). RWBEX (1.21) is less costly to investors than RWIEX (0.76). RWBEX (27.00) and RWIEX (27.00) have comparable annual turnover. RWBEX (250) and RWIEX (250) have matching initial minimum investment requirements. RWIEX annual gain was more profitable for investors over the last year : 0.23 vs. RWBEX (-0.23). RWIEX (68.33) and RWBEX (65.81) have equivalent 5 years return.
| RWBEX | RWIEX | RWBEX / RWIEX | |
| Total Expense Ratio | 1.21 | 0.76 | 159% |
| Annual Report Gross Expense Ratio | 1.21 | 0.76 | 159% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.744 | 0.869 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 123B | 100% |
| Annual Yield % from dividends | 1.19 | 1.63 | 73% |
| Returns for 1 year | -0.23 | 0.23 | -100% |
| Returns for 3 years | 10.36 | 11.51 | 90% |
| Returns for 5 years | 65.81 | 68.33 | 96% |
| Returns for 10 years | 38.70 | 41.09 | 94% |
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